Client Profile Questionnaire

This questionnaire provides basic information about you prior to your initial, no obligation meeting with us. The information is kept confidential and is received only by GLFOA advisors.

	Name	Birthdate
Client
Co-Client
Children
Home Address
City	State   Zip
Phone	Mobile   Email
Desired age to retire if applicable Client   Co-Client
Do you have a Will or Trust Agreement (Describe)

Education Planning

Do you anticipate education expenses? Yes   No   What %

Type of Education Grade School   High School   College

Investment Risk Tolerance

Expectation on annual investment returns? Client   Co-Client

Investment risk tolerance (1 to 10: with 1 being low) Client   Co-Client

Preference or objection to specific investments? (Describe)

Planning Goals

What are the three most important planning goals you wish to discuss at our meeting?

1.

2.

3.

Personal Financial Services Desired
Please Check All Services Applicable
Financial Planning	401(k)/403(b) Investment Help
Investment Planning	Insurance Issues
Tax Planning	Investment Management Services
Estate Planning	Cash Management & Budgeting
Employee Benefits Planning	Education Funding
Employee Stock Options	Retirement Planning
If you spoke to a GLFOA advisor, please enter his/her name here:
How did you hear about GLFOA?